Welcome
Working with System
This section describes the Data Pipeline for streamlined data flow, leveraging Customer One View for unified profiles, and orchestrating campaigns to drive targeted engagement.
Data Pipeline
Data Pipeline enables seamless data flow by managing events, integrating data sources, and configuring destinations for unified and actionable customer insights.
Profile Management
Profile Management allows to ingest, define, and upload customer profile data from offline channels.
Profile Properties
Use the Profile Properties page to view, add, and bulk-import the profile properties that govern segmentation and customer profiles.
Adding custom profile properties
Create an Individual Profile Property, Such as a Custom Customer Attribute, from the Profile Property Details Dialog Box.

Get Started
Follow these steps to learn about, deploy, configure, and start using HCL CDP.
Installation
Learn more about HCL CDP installation and deploying core components of the product.
Administration
Learn about how to configure, manage, and maintain HCL CDP environments. It includes details on system setup, user management, permissions, integrations, and troubleshooting, ensuring seamless operation and efficient deployment of your continuous delivery processes.
Working with System
This section describes the Data Pipeline for streamlined data flow, leveraging Customer One View for unified profiles, and orchestrating campaigns to drive targeted engagement.
- CDP Overview
  This page talks about the importance of CDP and its benefits.
- Customer One View
  Customer One View provides a centralized, 360-degree analysis of individual customer traits, engagement history, and real-time activities.
- Campaigns Overview Reference
  The Campaigns overview page provides a centralized dashboard to view, filter, and monitor all marketing campaigns configured within your HCL CDP tenant.
- Campaign Channels
  Overview of supported channels in HCL CDP and core elements used during campaign setup.
- Segments Overview
  This page provides a detailed explanation of segments, their use cases, and types in the HCL CDP Marketing Automation platform. Segments allow marketers to automate user targeting, reduce manual errors, and drive higher conversions through precise audience categorization.
- Data Pipeline
  Data Pipeline enables seamless data flow by managing events, integrating data sources, and configuring destinations for unified and actionable customer insights.
  - Events Overview
    This page provides a brief overview of events and their role in your marketing campaigns.
  - App Events
    App events track various actions performed within an application. These events can be used for user segmentation and analytics. Some events are triggered automatically, while others require manual firing.
  - Event Routing
  - Event Dictionary
    The Event Dictionary standardizes and manages event schemas to ensure data consistency, integrity, and real-time control across all sources and destinations.
  - Data Sources Overview
    This document provides an overview of the supported sources in HCL CDP and explains how to configure these sources to collect and unify customer data.
  - Data Destinations
    This page explains the concept of destinations in HCL CDP, their connection modes, and provides a step-by-step guide for adding a destination.
  - Profile Management
    Profile Management allows to ingest, define, and upload customer profile data from offline channels.
    - Creating an offline data source
      Create an offline data source in HCL CDP so that you can ingest customer profile data from TSV files into the Data Pipeline.
    - Customer Properties
      Customer properties are the attributes for each customer.
    - Uploading profile data
      Upload a TSV file through the Profile Upload page to ingest customer profile records into the HCL CDP profile store.
    - Profile Properties
      Use the Profile Properties page to view, add, and bulk-import the profile properties that govern segmentation and customer profiles.
      - Uploading profile properties from a CSV file
        Import multiple profile properties at once by uploading a CSV file on the Profile Properties page.
      - Adding custom profile properties
        Create an Individual Profile Property, Such as a Custom Customer Attribute, from the Profile Property Details Dialog Box.
    - Managing Additional Properties
      Configure additional metadata and manage extended table properties in HCL CDP so that downstream applications, such as the segment builder, can query non-profile relational sources, including transaction histories, conversion facts, interaction history, and identity mapping tables.
- Social Engagement
  This page explains how CDP integrates with Google Ads and Facebook Ads to collect, process, and display social media performance metrics.
- Agentic Segment
  This page explains how to write effective prompts, from basic filters to advanced segmentation logic used within the Unica Platform to create CDP segments.
Insights and Actions
This section details unify real-time dashboards and AI-driven intelligence to transform data into impactful outcomes.
Integrations
HCL CDP comes with predefined APIs like get profile and data ingestion APIs.
Settings
This section allows configuring product label, setting frequency caps, and so on.
System Data Model

Adding custom profile properties

Create an Individual Profile Property, Such as a Custom Customer Attribute, from the Profile Property Details Dialog Box.

About this task

Note:

This page is available for CDM-enabled tenants.

Each profile property maps a field in the incoming source payload to a column in the profile view. To add a custom property, bind it to a custom source column.

Procedure

Go to CDP > Profile Management > Profile Properties, and then click + Properties.

Figure 1. Profile Property Details dialog box
In the Source Type list, select the ingestion service or data provider that feeds the property: dataingestionapi, analyze_post, or default.

Note:
This field is mandatory.
In the Property box, type the technical system name of the property, for example CustomerAge.

Use alphanumeric characters only. Do not include spaces.
In the Display Name box, type the label to display in the segment builder and in Customer One View, for example Customer Age.
Verify that Table Name is set to vw_profile.
In the Source Column list, select the physical column to which the property binds.

Note:
For a custom property, the source column must be custom. This field is mandatory.
In the PII list, select the data privacy classification: None (default), Masked, or Encrypted.
In the Data Type list, select one of the following options:
- String
- Number
- Date Time
- Date
- Array of Strings
- Array of numbers
- Array of dates
Note:
This field is mandatory.
In the Format Type list, select the format to apply during display and evaluation: Number, Date, Currency, or None.
In the Payload Mapping box, type the JSON key in the source API payload that maps to this property, for example age.
Select the following check boxes as needed:
- Select Enumerable to treat unique values as distinct drop-down options in segmentation filters.
- Select Segmentable to make the property available as a filter criterion in the segment builder.
Under Key Type, select Primary, Secondary, or None to specify whether the property acts as an identifier in identity resolution.
Click Save.

Results

The property is added to the Profile Properties list.